Entergy
663 hedge funds and large institutions have $17.4B invested in Entergy in 2020 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 209 increasing their positions, 228 reducing their positions, and 53 closing their positions.
197% more call options, than puts
Call options by funds: $33.6M | Put options by funds: $11.3M
119% more first-time investments, than exits
New positions opened: 116 | Existing positions closed: 53
9% more funds holding
Funds holding: 607 → 663 (+56)
1.71% more ownership
Funds ownership: 172.47% → 174.18% (+1.7%)
3% more capital invested
Capital invested by funds: $16.9B → $17.4B (+$567M)
8% less repeat investments, than reductions
Existing positions increased: 209 | Existing positions reduced: 228
57% less funds holding in top 10
Funds holding in top 10: 7 → 3 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$346M |
| 2 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$163M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$137M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$104M |
| 5 |
Cohen & Steers
New York
|
+$80.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$215M |
| 2 |
Renaissance Technologies
New York
|
-$132M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$111M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$87.9M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$69.9M |
ETR Hedge Fund Activity: Q4 2020 in Review
663 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Entergy (ETR) for Q4 2020, worth a combined $17.4B — up 3.4% from $16.9B a quarter earlier.
Buyers outnumbered sellers: 116 funds opened new ETR positions and 53 closed out — a net gain of 63 holders — while 209 added to existing stakes and 228 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $346M. The largest seller was JP Morgan Chase, cutting an estimated $215M.
- 663 institutional investors held Entergy (ETR) as of Q4 2020, up from 607 in Q3 2020.
- Funds reported $17.4B of Entergy stock for Q4 2020, up 3.4% quarter-over-quarter.
- 116 funds opened new Entergy positions in Q4 2020 and 53 closed out, a net change of +63 holders.
- The largest Entergy buyer in Q4 2020 was Capital Research Global Investors, an estimated $346M added.
- The largest Entergy seller in Q4 2020 was JP Morgan Chase, an estimated $215M sold.
Based on aggregated 13F filings for Q4 2020.